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Katherine Lee Martin, Chief Legal Officer and Secretary of LENNAR CORP /NEW/ (LEN), reported a withholding of 3,019 Class A common shares on 10/02/2025 to satisfy tax withholding obligations related to restricted stock that vested. The transaction price is reported as $128.33 per share and the filing shows 42,200 Class A shares beneficially owned by Ms. Martin following the withholding. The Form 4 was signed by an attorney-in-fact on 10/03/2025.
This filing states the shares were withheld by the issuer specifically to pay taxes on restricted stock originally granted on 09/02/2025, indicating the disposal was not an open-market sale but a routine tax-related retention by the company.
Lennar Corporation filed its quarterly report for the period ended August 31, 2025. Total revenue was $8.81 billion, down from $9.42 billion a year ago, and net earnings attributable to Lennar were $590.97 million versus $1.16 billion. Diluted EPS was $2.29 compared to $4.26.
For the nine months, revenue was $24.82 billion versus $25.49 billion, with net earnings of $1.59 billion versus $2.84 billion and EPS of $6.06 versus $10.26. Operating cash flow was a use of $1.54 billion, reflecting higher investment in inventories and land deposits, while the company repurchased $1.81 billion of common stock, issued $700 million of senior notes, redeemed $500 million, and drew $1.14 billion on its revolver.
Lennar completed the spin-off of Millrose Properties, Inc., contributing $5.6 billion of land assets (about 87,000 homesites) and $1.0 billion in cash; Lennar temporarily retains 20% of Millrose, carried at $1.2 billion. The company also acquired Rausch Coleman Homes, adding $312.6 million of assets and $73.0 million of liabilities, expanding its South Central footprint. At quarter-end, total assets were $34.88 billion (from $41.31 billion), and cash and cash equivalents in Homebuilding were $1.41 billion. Common stock outstanding as of August 31, 2025: Class A 223,803,530; Class B 31,217,013.
Form 144 notice for Lennar Corporation (LEN) indicates a proposed sale of 24,991 shares of Class A common stock acquired as restricted stock awards on 09/02/2025 as compensation. The broker listed is Goldman Sachs & Co. LLC and the sale is planned for 09/26/2025 on the NYSE. The filing records an aggregate market value of $3,149,865.64 for the shares and shows 227,601,639 shares outstanding. The filer reports no sales of issuer securities in the past three months and affirms no undisclosed material adverse information.
Lennar Corporation filed a current report to let investors know it has released its financial results for the third quarter ended August 31, 2025. On September 18, 2025, the company issued a press release with these results and furnished it as Exhibit 99.1 to this report. The press release is provided for informational purposes and is not treated as formally filed under certain liability provisions of the Securities Exchange Act.
Katherine Lee Martin, Chief Legal Officer/Secretary of Lennar Corporation (LEN), was granted a total of 45,219 shares of Class A common stock on 09/02/2025. The grants are split into three awards: 30,147 shares vesting in four installments (Oct 2, 2025; Feb 14, 2026; Feb 14, 2027; Feb 14, 2028), 7,536 shares vesting in three installments (Feb 14, 2026; Feb 14, 2027; Feb 14, 2028), and 7,536 shares subject to three-year performance-based vesting. All awards are subject to forfeiture under their terms.
Katherine Lee Martin, identified as Chief Legal Officer/Secretary and an officer of Lennar Corp (LEN), filed an Initial Form 3 reporting the event date 09/02/2025. The filing states no securities are beneficially owned by the reporting person at the time of the statement. The form was signed by an attorney-in-fact on 09/04/2025 and includes Exhibit 24.1 (Power of Attorney).
Lennar director Teri P. McClure received 131 Class A common shares as outside-director compensation on 08/29/2025, issued based on the last reported sale price of $133.14 per share on that date. After the issuance, Ms. McClure beneficially owned 29,526 Class A shares and 275 Class B shares. The newly issued Class A shares are subject to transfer restrictions and are not transferable until August 31, 2028, except for specified exceptions. The Form 4 was signed by an attorney-in-fact on behalf of Ms. McClure on 09/02/2025.
Dacona Smith, a director of Lennar Corporation (LEN), received 131 shares of Class A common stock as outside director compensation. The shares were issued based on the issuer's last reported sale price of $133.14 per share on the transaction date. The grant increased the reporting person's beneficial ownership to 3,805 shares and was issued at no cash cost to the reporting person.
The issued shares are subject to transfer restrictions until August 31, 2028, except for specified exceptions, and were reported on a Form 4 indicating a routine director compensation award rather than an open-market trade.
Serena Wolfe, a director of Lennar Corporation (LEN), acquired 131 shares of Class A common stock on 08/29/2025 as part of the company outside directors' compensation program. The shares were issued based on a reference price of $133.14 per share and are subject to transfer restrictions until 08/31/2028 except for specified exceptions. After the grant, Ms. Wolfe directly beneficially owns 3,875 Class A shares.
This filing reports a routine non-cash equity award to a director under the issuer compensation program; the grant was recorded with a transaction code indicating acquisition with a reported price of $0.00 and explanatory disclosure of the reference price used for grant valuation.
Amy Banse, a director of Lennar Corporation (LEN), was issued 131 Class A common shares as outside director compensation on 08/29/2025 based on a $133.14 per-share valuation. The shares were issued at no cash price to the reporting person and are subject to transfer restrictions until 08/31/2028 except for specified exceptions. After the issuance, Ms. Banse beneficially owned 14,710 Class A shares directly and 165 Class A shares indirectly through a trust for her child, of which she is trustee. The Form 4 was signed by Diane Bessette as attorney-in-fact on 09/02/2025.